Roger Conrad

Analyst Articles

Natural gas lags while oil soars. Some trusts win high-premium takeover bids, while others collapse following sharp dividend cuts. The rising Canadian dollar lifts share prices and dividends, yet pulls the rug out from under some trusts’ businesses. Read More

Having boxed Canada’s opposition parties into a choice between supporting his coming throne speech and forcing an election that will almost surely end with another minority Conservative government, Prime Minister Stephen Harper seems to have turned his skills as a political operator to the world stage and the debate over climate change. Read More

It’s prime time for 30-years-ago-today stories on both sides of the US-Canada border. Not since November 1976 had the loonie traded at parity with the greenback. Read More

Canadian trusts received a big boost today as one of the energy producers I recommend received a hefty takeover offer. This is the first such offer since the US subprime fiasco this summer. Read More

Say what you will about the Canadian prime minister--and income trusts and their investors have many unkind words for him and his finance minister--but the guy is playing the game hard. And he’s playing it well. Read More

Good Canadian income trusts, like good US corporations, have to sell themselves to investors at some point. And representatives for several major oil and gas producer trusts were on hand at the Washington, DC Money Show a week ago to do just that. Read More

As widely anticipated by politics watchers north of the border, Prime Minister Stephen Harper last week extended Canada’s parliamentary vacation by a month, proroguing the current session... Read More

Few American investors have ever considered buying them. And that’s a real shame, considering Canadian real estate investment trusts (REITs) are the top performing Canadian income trust group during the past year. Read More

Novice income investors look for generous returns in only one flavor: A big dividend yield number. Many spurn the idea of growth as something that’s not worth waiting for. Read More